TXN · Earnings call · 2026Q3T · Full report

Competition and Market Share

TEXAS INSTRUMENTS INC · 2026-10-21 · Importance 13 · Surprise 6

Management said TI does not measure market share in the manner raised by the analyst and prefers to assess its position through the cycle. It said that if TI can support demand better than competitors while demand continues, that could translate into market-share gains, but it was too early to measure the outcome. Management expressed confidence in its supply-ramp momentum and its ability to continue expanding supply. It also said TI’s industrial portfolio had helped it win a larger share of customer systems, attributing that position in part to the portfolio’s breadth and R&D investment.

Key facts

• TI said it believed it had won a larger share of customer systems through its expanded product portfolio and investments in R&D.
• TI said that if it remained better positioned than competitors to support demand, sustained demand could translate into market-share gains, but it could not yet measure such gains.